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Voices: Getting a Jump-Start on Long-Term Health Planning

Advisers can help clients develop better habits that can make a meaningful difference over the course of their lives

June 21, 2016 5:30 a.m. ET

Suzanne Shier is chief wealth planning and tax strategist at Northern Trust in Chicago. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community.

In planning with clients, it’s common for advisers to focus on education funding and retirement planning. But they sometimes overlook the importance of planning for a healthy lifestyle and helping clients prepare for future health-care needs.